October 2018

“You and your team rock. I am still trying to find my own path towards success and feel that modeling after you and your guests have pushed me in the right direction. I also feel that I have a class mates that I can reach out to in addition to Gen Y Planning. This support group […]

This is the fourth post in a series on employer stock programs. Check out the previous posts on Incentive Stock Options, Non-Qualified Stock Options, and Employee Stock Purchase Plans. Like other forms of company stock, Restricted Stock Units, or RSUs, are granted to employees to attract, reward, and retain them. This can be when you’re […]

I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>